Category: Money Tips Date: 2007-08-03
Source: Guangzhou Bandung
Abstract: Today, freeing up the funds in the purchase of the Bank of China, the State Council announced a number of observations to revitalize the equipment manufacturing industry. Estimate is that funding will lead to some off-site access plate to the plate in order to free up some money in the fund to meet the Bank of China, because the fund position in the heavy plate.
Game is expected to -----
Game Analysis ------
The game between the market and the policy process:
1) The layout of the intention of funding the national team: preliminary analysis of this column before, there are now in the hands of the SFC number of advantages to set the market, of which one is the margin trading business. To use the best steel in the knife's edge, in the Bank of China listing, anything can happen. Essentially outside the subscription funds with far less than management's expectations, so-fa, ZHANG trump card is more important to stabilize the market. Today, the management of the first two trump card: the implementation of margin trading business rules are expected to start soon, according to recently released revealed that the implementation details of business will apply for margin trading, margin, collateral, the underlying securities, business processes, risk control and so clearly stated.
Specific provisions will involve the securities company to charge customers the proportion of margin can be offset by margin securities types and discount rate, margin trading deadline, the customer can be engaged in the buying and selling securities transaction types, cordon and Customers pay up deadlines for the difference. Management, margin trading, the stock market this is for irrigation in essence, is a good thing. Institutions for the market game is to create a new body structure is favorable towards the management aspects of the development. This is because only type of fund brokerage is closely related with the management of funds; a laissez-faire expansion limited funds brokerage, using the fact that verification is wrong. Funds at a crucial moment at any moment something bad management, so expansion of brokerage forces are the key to stability in the stock market, rather than the fund! Therefore, the new system will lead to a new hot plate. Management's intention is to train the three hot spots: broker concept; financial trust the concept of the concept and construction machinery. Because the state capital to collect more of these three plates chips.
2) The hot money showdown National Team: Currently on the market, are going separate ways is the capital of the most promising: his own presence in the market is the hottest plate plate, the market where the hot money is sucked their plates before they can easily access. Currently idle funds and state funds are also the same as the need for cash and circulation, but in some real estate stocks and non-ferrous metal plate stocks by international capital and financial-based futures market can not get out of the main, therefore, how to grab money, and the national team hot spots is a priority! Therefore, non-ferrous metals, or real estate section of the time is ripe for attack. With the macro-control digestion and stabilizing the international non-ferrous metal plates, using mid-year report Quotes fulfilled the conditions for a bargaining chip with the opportune! Because the performance of real estate and non-ferrous is basically guaranteed, then, the Center Daily News Quotes may be colored and state-financed showdown opportunities.
Disk X-ray ------
Macro Energy Analysis: tape weekly K line and the analysis of this column in mid-June in line with Su Liang Yang breakthrough in the form of three soldiers. Is the third this week, Yang K line.
Market Analysis of Multi-cycle resonance point -----
1) the opportunity to Plate: Short-term hot blocks: 1) non-ferrous metal plate. 2) the concept of financial trusts and brokerages. 3) The Real Estate section. June Hot Summary: June three primary areas: 1) Tianjin plate; 2) agricultural plate; 3) consumer. July Hot Plate Forecast: According to statistics spiral cycle 1), non-ferrous metal plate; 2) low-cost re-plate; 3) the new energy sector.
2) Market risk point: For the performance loss and significant reduction in stock, but no substantive themes, and resolutely avoided because it will be mid-year report Quotes degree of underperformance as shares have more lethal.
3) Protection measures: recommendations of the upward trend in the stock intact attention, participated in a small rebound in the stock recommendation
